SC

Savant Capital Portfolio holdings

AUM $18.9B
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.78M
3
+$8.89M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.85M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.08M

Top Sells

1
+$7.2M
2
+$5.13M
3
+$4.61M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$2.41M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.09M

Sector Composition

1 Technology 5.25%
2 Consumer Discretionary 4.43%
3 Industrials 3.91%
4 Healthcare 3.89%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$221K 0.01%
1,427
+65
427
$221K 0.01%
6,710
-62
428
$220K 0.01%
10,197
-258
429
$220K 0.01%
+1,739
430
$218K 0.01%
+4,929
431
$218K 0.01%
+2,595
432
$212K 0.01%
+1,865
433
$211K 0.01%
+2,629
434
$211K 0.01%
2,299
+2
435
$211K 0.01%
+3,023
436
$210K 0.01%
+2,315
437
$210K 0.01%
+1,592
438
$210K 0.01%
+5,940
439
$209K 0.01%
+634
440
$209K 0.01%
+4,020
441
$208K 0.01%
+5,095
442
$207K 0.01%
1,002
443
$206K 0.01%
9,588
-1,667
444
$204K 0.01%
+3,123
445
$203K 0.01%
+10,176
446
$202K 0.01%
+7,243
447
$201K 0.01%
+4,050
448
$201K 0.01%
+5,235
449
$200K 0.01%
+3,489
450
$198K 0.01%
11,742
+66
15 16 17
18
19